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Portfolio (Quarterly) Guide ↗

QRG CAPITAL MANAGEMENT, INC.

· CIK 0001996454
13F Portfolio $12.1B AUM 1,213 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 214 New 749 Added 240 Reduced 78 Exited
Page 23 of 61  ·  1,213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IXUS ISHARES TR 24,902.0 $2.4M 0.02% +22K +910.6% $95.44 +2.9%
442 SE SEA LTD Consumer Cyclical 24,423.0 $2.3M 0.02% +4K +19.5% $95.83 +25.0%
443 SPEM SPDR INDEX SHS FDS 45,034.0 $2.3M 0.02% NEW $51.78 +1.7%
444 HUBB HUBBELL INC Industrials 4,450.0 $2.3M 0.02% +1K +29.4% $523.09 -10.3%
445 ALAB ASTERA LABS INC Technology 4,775.0 $2.3M 0.02% +1K +28.2% $482.85 -41.6%
446 AEIS ADVANCED ENERGY INDS Industrials 6,172.0 $2.3M 0.02% +382.0 +6.6% $372.72 -25.1%
447 VWO VANGUARD INTL EQUITY INDEX F 38,211.0 $2.3M 0.02% +21K +126.4% $59.69 +1.8%
448 MET METLIFE INC Financial Services 26,907.0 $2.3M 0.02% -11K -29.3% $84.61 +14.3%
449 OKE ONEOK INC NEW Energy 26,137.0 $2.3M 0.02% +17K +187.4% $86.94 +8.6%
450 AON AON PLC Financial Services 6,841.0 $2.3M 0.02% +3K +66.0% $331.67 +6.9%
451 AN AUTONATION INC Consumer Cyclical 12,118.0 $2.3M 0.02% +3K +28.2% $185.79 +6.4%
452 NDAQ NASDAQ INC Financial Services 28,279.0 $2.2M 0.02% -8K -22.8% $78.82 +25.5%
453 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 74,383.0 $2.2M 0.02% +12K +19.1% $29.85 +3.0%
454 DKS DICKS SPORTING GOODS INC Consumer Cyclical 9,581.0 $2.2M 0.02% -2K -15.3% $226.81 -43.3%
455 TDY TELEDYNE TECHNOLOGIES INC Technology 3,257.0 $2.2M 0.02% +632.0 +24.1% $666.90 -4.6%
456 CRWV COREWEAVE INC Technology 21,810.0 $2.2M 0.02% NEW $99.54 -12.3%
457 VGT VANGUARD WORLD FD 17,978.0 $2.1M 0.02% +17K +1502.3% $119.52 -1.5%
458 XLK SELECT SECTOR SPDR TR 11,236.0 $2.1M 0.02% +5K +77.1% $190.52 -4.4%
459 DXCM DEXCOM INC Healthcare 31,772.0 $2.1M 0.02% +7K +27.4% $67.35 +31.1%
460 FITB FIFTH THIRD BANCORP Financial Services 37,424.0 $2.1M 0.02% +3K +7.9% $56.37 -2.2%
Page 23 of 61  ·  1,213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 12.6%
Consumer Cyclical 9.6%
Healthcare 9.0%
Industrials 8.9%
Communication Services 7.6%
Consumer Defensive 4.4%
Utilities 2.4%
Energy 2.0%
Real Estate 1.8%